# The Pampers and Tide maker's estimated profit hit is among the highest outside of airlines, which rely heavily on oil for fuel.

*business · news · 2026-04-24 · Reuters*

## Key points

- P&G estimates a $1 billion after-tax profit hit from recent commodity price spikes and supply chain issues.
- P&G faces a $150 million Q4 cost impact from commodity inflation and Middle East logistics disruptions.
- The company expects to claim about $150 million in tariff refunds after a recent Supreme Court ruling.
- P&G's currency-neutral gross margin fell for the sixth consecutive quarter, partly due to tariffs and innovation costs.
- P&G expects fiscal 2026 EPS at the lower end of its flat to 4% growth target.

**Companies:** Procter & Gamble
**Countries:** United States, Iran

[Read the full story on Reuters](https://www.reuters.com/business/energy/pg-tops-estimates-beauty-products-demand-flags-hit-higher-input-cost-2026-04-24/)

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